See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,416 | $73,515-79.0% | $62,995-75.5% | $147,584-89.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 5.12% | 175.43%-170.3pp | 87.57%-82.4pp | 578.55%-573.4pp |
| Employer contribution / active EE | $7,770 | $3,320+134.0% | $2,759+181.7% | $4,876+59.4% |
| Participant deferral / active EE | $1,628 | $4,185-61.1% | $3,329-51.1% | $5,439-70.1% |
| Admin fee / account holder | $102 | $5,953-98.3% | $3,600-97.2% | $10,885-99.1% |